HEADS UP!
Recorded Calls Starting Oct. 1
What Our Clients Think!
We have seen many questions regarding the Medicare final rule that requires agents to record telephonic conversations with beneficiaries beginning Oct. 1, 2022. The National Association of Health Underwriters (NAHU) spoke with the Centers for Medicare and Medicaid Services (CMS) officials from the Division of Surveillance, Compliance, and Marketing to gain further insight into the scope of the final rule’s requirements for recording beneficiary phone calls. The recording requirement will apply to all agents who enroll beneficiaries into new plans, whether they are current or new clients. Online applications that agents walk through with their clients are also subject to recording. State Health Insurance Assistance Programs (SHIPS) are exempt from this rule.
“You were available when needed. You patiently answered my questions. You offered rationales when I was stuck between choices. You pointed out that I would get a discount if both members in the same family use the same company for our supplemental provider. It didn’t make me feel rushed or pressured to make a decision. You even made phone calls to drug companies to see if they could assist with outrageous prices of medications. You are thorough and understanding. You don’t charge a fee for your service.”
We will continue to keep you updated and informed as we move forward with these discussions.
–Kevin Lenehan, client since 2019
“Medicare, is one of the most difficult, complicated programs I have ever tried to make the correct choices about! Jason Mackey breaks everything down where the average person can understand and choose the perfect plan for them! He is always a phone call or visit away! So glad to have him on my side! I recommend him to anyone who has health insurance questions! Thanks again!”
–Sheila Restivo, client since 2018
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